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Silver Grove Financial Group’s Williams Companies WMB Stock Holding History

Silver Grove Financial Group’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
1,697
+1,498
+753% +$110K 0.07% 207
2026
Q1 		$14.5K Buy
+199
New +$13.8K 0.01% 283

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silver Grove Financial Group's WMB Position: Q2 2026 in Review

Silver Grove Financial Group increased its Williams Companies (WMB) stake by 753% in Q2 2026, buying an estimated $110K and bringing the position to 1,697 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #207.

Silver Grove Financial Group first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Silver Grove Financial Group held 1,697 shares of Williams Companies worth $126K as of Q2 2026.
  • Silver Grove Financial Group bought 1,498 Williams Companies shares in Q2 2026, an estimated $110K.
  • Williams Companies made up 0.07% of Silver Grove Financial Group's portfolio in Q2 2026, its #207 holding.
  • Silver Grove Financial Group first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.